Rick Lima Email & Phone Number
Founding Partner, Wealth Partners Alliance @ Wealth Partners Alliance
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Rick Lima Location
- Texas, United States
Rick Lima Work
- 2019 -now Founding Partner, Wealth Partners Alliance @
- 2011 -2019 Vice President-Wealth Management @
- 2007 -2011 Portfolio Manager @
Rick Lima Education
- The University of Dallas
MBA (Corporate Finance)
2000-2002 - Southern Methodist University
BS (Economics)
1990-1994 - Escuela Americana 1989-1990
- Catholic High School 1986-1989
Rick Lima Skills
- Portfolio Management
- Wealth Management
- Strategic Partnerships
- Investment Advisory
- Investment Advisory Services
- Retirement Planning
- Securities
- Mutual Funds
- High Net Worth Individuals
- Investment Management
- Strategy
Rick Lima Summary
- Rick Lima, based in Texas, United States, is currently a Founding Partner, Wealth Partners Alliance at Wealth Partners Alliance. Rick Lima brings experience from previous roles at UBS and Morgan Stanley. Rick Lima holds a 2000 - 2002 MBA in Corporate Finance @ The University of Dallas. With a robust skill set that includes Portfolio Management, Wealth Management, Strategic Partnerships, Investment Advisory, Investment Advisory Services and more. Rick Lima has 1 emails and 1 mobile phone numbers on RocketReach.
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